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1 Agreus Job

Senior Investment Manager

9-12 years

Remote

1 vacancy

Senior Investment Manager

Agreus

posted 5mon ago

Job Description

  • Experience in constructing and managing multi-asset investment portfolios, ideally within a Family Office and ideally committee level experience
  • Experience in building and executing on a rigorous investment process, and able to evaluate and offer improvements to the existing investment process
  • You will have outstanding analytical, IT, and communication skills
  • Experience in critiquing strategies, portfolios, and products, and presenting on strategic and tactical changes
  • Experience and understanding of family office operations, and able to work in a small team but dynamic environment
  • Experience in dealing and execution would be preferable
  • You will need to be CFA qualified
Responsibilities:
Primary responsibilities of the role will include:
  • Financial modelling and projection of performance, profit and loss, balance sheet and cash flows
  • Monitoring the performance and general management of the assets, including operational and strategic reviews
  • Analysing the existing portfolio, highlighting recommended investments, divestments, capital expenditure and diversification opportunities
  • Identifying and presenting on new opportunities for investment, strategically and / or tactically
  • Overseeing, managing, and challenging appointed asset managers, and summarising their activity and performance on a regular basis to the CEO / Principal
  • Undertake regular competitive analysis to benchmark existing portfolios and asset managers against their peers and / alternatives
  • Take ownership of all aspects of portfolio reporting, and consolidated reporting
  • Devises and implements an asset allocation strategy in accordance with the risk profile and return objectives of the Principal, and as directed by the CEO
  • Interest and knowledge of the tech sector would be advantageous
  • Due Diligence on existing and newly proposed investment strategies

Employment Type: Full Time, Permanent

Read full job description

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Senior Investment Manager

9-12 Yrs

Remote

5mon ago·via naukri.com
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